Correlation
The correlation between PLYM and VNQ is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
PLYM vs. VNQ
Compare and contrast key facts about Plymouth Industrial REIT, Inc. (PLYM) and Vanguard Real Estate ETF (VNQ).
VNQ is a passively managed fund by Vanguard that tracks the performance of the MSCI US REIT Index. It was launched on Sep 23, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PLYM or VNQ.
Performance
PLYM vs. VNQ - Performance Comparison
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Key characteristics
PLYM:
-0.62
VNQ:
0.77
PLYM:
-0.66
VNQ:
1.17
PLYM:
0.92
VNQ:
1.15
PLYM:
-0.31
VNQ:
0.60
PLYM:
-0.70
VNQ:
2.46
PLYM:
22.68%
VNQ:
5.84%
PLYM:
27.29%
VNQ:
18.17%
PLYM:
-62.58%
VNQ:
-73.07%
PLYM:
-41.34%
VNQ:
-12.42%
Returns By Period
In the year-to-date period, PLYM achieves a -7.67% return, which is significantly lower than VNQ's 1.30% return.
PLYM
-7.67%
8.14%
-11.11%
-18.37%
-2.86%
6.66%
N/A
VNQ
1.30%
0.79%
-7.18%
11.75%
0.66%
6.90%
5.35%
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Risk-Adjusted Performance
PLYM vs. VNQ — Risk-Adjusted Performance Rank
PLYM
VNQ
PLYM vs. VNQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Plymouth Industrial REIT, Inc. (PLYM) and Vanguard Real Estate ETF (VNQ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
PLYM vs. VNQ - Dividend Comparison
PLYM's dividend yield for the trailing twelve months is around 5.93%, more than VNQ's 4.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLYM Plymouth Industrial REIT, Inc. | 5.93% | 5.39% | 3.74% | 4.59% | 2.59% | 6.50% | 8.16% | 11.90% | 4.41% | 0.00% | 0.00% | 0.00% |
VNQ Vanguard Real Estate ETF | 4.07% | 3.85% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% |
Drawdowns
PLYM vs. VNQ - Drawdown Comparison
The maximum PLYM drawdown since its inception was -62.58%, smaller than the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for PLYM and VNQ.
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Volatility
PLYM vs. VNQ - Volatility Comparison
Plymouth Industrial REIT, Inc. (PLYM) has a higher volatility of 6.96% compared to Vanguard Real Estate ETF (VNQ) at 4.82%. This indicates that PLYM's price experiences larger fluctuations and is considered to be riskier than VNQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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